CoSource Financial Group LLC

Happy Easter from all of us at CoSource Financial Group!

Financial Literacy Tip: Take advantage of catch-up contributions if you're over 50! Individuals aged 50 and older can make additional contributions to their 401(k) and IRA accounts. It's never too late to boost your retirement savings and secure your financial future.

Celebrate World Down Syndrome Day with one of our favorite organizations, Upside Downs! 💙💛

💙💛Best. Day. EVER.💛💙

Today we’re painting the town blue and yellow in honor of all of our friends with Down syndrome!

How can you join in the celebration?

💙Wear a blue or yellow shirt (bonus points for Upside Downs gear 😉)
💛Rock your crazy socks
💙Drop a picture in the comments to show us how you’re celebrating! 📸

The celebration continues tomorrow! Lace up your running shoes…or dancing shoes, and join us at the 3.21 Dash! 🏃🎶 https://runsignup.com/321dash2025

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax provides a recap of returns for February and then shifts to an update on policies in Washington, a slowing economy and our outlook going forward. https://bit.ly/43tA8Eh

Market Update March 2025 In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax provides a recap of returns for February and then shifts to an ...